See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $286,088 | $190,805+49.9% | $159,960+78.8% | $134,475+112.7% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -29.91% | 552.23%-582.1pp | 408.60%-438.5pp | 417.96%-447.9pp |
| Employer contribution / active EE | $4,393 | $4,995-12.0% | $4,226+4.0% | $4,740-7.3% |
| Participant deferral / active EE | $6,725 | $6,923-2.9% | $6,182+8.8% | $6,400+5.1% |
| Admin fee / account holder | $43,042 | $10,471+311.1% | $8,698+394.9% | $11,426+276.7% |